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Jeffrey Dadamo

Mercer Global Advisors Inc.

Denver, CO

Austin, TX

CRD 6709564

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Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-11
  • TX RA
    APPROVED
    Since 2025-12-11

Branch Locations

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

901 S. Mopac Expressway Barton Oaks Plaza 2, Suite 270, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dimensional Fund Advisors Austin TX 08/2016 01/2024
Mercer Global Advisors Inc. Austin TX 01/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-10
  • S66 Uniform Combined State Law Examination
    2017-07-10
Other Names
  • Jeffrey William Dadamo

View on SEC IAPD

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EXCELLERE PARTNERS · DENVER, CO
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